AI TOOL PROFILE
Upflow Review: Accounts Receivable Software
- Finance and Accounting
- Billing and Invoicing
- B2B finance teams
- Small businesses
- Mid-market companies
- Finance operations managers
Pricing
Upflow offers a free forever 'Discover' plan for AR health and analytics. Paid tiers—Grow, Scale, and Strategic—are designed for companies based on ARR ranges ($0-$10M, $10M-$50M, and $50M+ respectively).
At a glance
- Best for
- B2B finance teams, Small businesses, Mid-market companies, Finance operations managers
- Key use cases
- Automating Invoice Follow-ups, Improving Payment Experience, Monitoring AR Performance, Reconciling Payments
- Integrations
- NetSuite, Sage Intacct, Stripe Billing, Zuora, Chargebee
- Official website
- Visit upflow upflow official website
How AI is used
Upflow is a financial relationship management platform designed to help B2B companies handle the accounts receivable process. The software focuses on gathering unpaid invoices and organizing the collection process through automation and analytics.
It is built for finance teams in small and mid-market companies who may seek to move away from manual spreadsheets for tracking payments. The tool provides a view of AR health and offers a branded portal where customers can view invoices and make payments.
The platform supports automated reconciliation and provides tracking for metrics like DSO. For organizations with security requirements, the software is certified to AICPA SOC 2 standards.
Buyers should confirm which pricing tier matches their annual recurring revenue (ARR), as the available plans are scaled based on company revenue stages.
Key Features
Cash Collection Automation
Supports personalized payment reminders and autonomous cash collection using AI vision.
Customer Payment Portal
A white-labeled self-service portal where customers can manage invoices and set promise-to-pay dates.
Cash Application
Helps automate the reconciliation process by matching payments to invoices.
AR Analytics
Provides dashboards for tracking days sales outstanding (DSO) and analyzing billing cohorts.
Autopay
Supports automatic payments via credit cards or direct debits.
Use Cases
Automating Invoice Follow-ups
Setting up systemized email, letter, and call reminders to collect unpaid B2B invoices.
Improving Payment Experience
Offering customers a branded portal to pay via credit card, ACH, or SEPA.
Monitoring AR Performance
Using dashboards to measure DSO and benchmark AR health against peers.
Reconciling Payments
Syncing payment data to the ERP to support automated cash application.
Integrations
- NetSuite
- Sage Intacct
- Stripe Billing
- Zuora
- Chargebee
- QuickBooks
- Xero
FAQ
Who is Upflow designed for?
- Upflow is designed for B2B finance teams at small and mid-market companies looking to automate their accounts receivable and cash collection processes.
Does Upflow offer a free version?
- Yes, Upflow provides a 'Discover' plan that is free forever for teams who want to explore their AR health and use analytics tools.
Which accounting tools does Upflow integrate with?
- Upflow integrates with NetSuite, Sage Intacct, Stripe Billing, Zuora, Chargebee, QuickBooks, and Xero.
How does the pricing work for growing companies?
- Pricing is tiered based on annual recurring revenue (ARR), with specific plans for startups ($0-$10M), scale-ups ($10M-$50M), and strategic companies ($50M+).
Source category: Finance & Accounting
Source subcategory: Billing & Invoicing
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